Nu Holdings Ltd.
NU- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0001691493
近 90 天,Nu Holdings Ltd. 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 860 家機構在 13F 申報持有,市值合計 $385.4 億;孤松資本、D1 資本等 6 位大師持有。
2023 年第 3 季 13F 持有人
Nu Holdings Ltd. 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 403
- 較 2023 年第 2 季 +55 家
- 持有股數
- 25.7 億
- 較 2023 年第 2 季 +530.9 萬 (+0.2%)
- 總市值
- $186.0 億
- 較 2023 年第 2 季 −$16.0 億 (−7.9%)
- 新進機構
- 89
- 另有 178 家加碼
- 清倉機構
- 34
- 另有 88 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 NU 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 860 | $385.4 億 |
| 2026 年第 1 季 | 905 | $412.8 億 |
| 2025 年第 4 季 | 874 | $481.3 億 |
| 2025 年第 3 季 | 802 | $442.7 億 |
| 2025 年第 2 季 | 784 | $378.5 億 |
| 2025 年第 1 季 | 733 | $288.1 億 |
| 2024 年第 4 季 | 711 | $300.9 億 |
| 2024 年第 3 季 | 652 | $411.2 億 |
| 2024 年第 2 季 | 608 | $361.8 億 |
| 2024 年第 1 季 | 574 | $318.5 億 |
| 2023 年第 4 季 | 497 | $218.4 億 |
| 2023 年第 3 季 | 403 | $186.0 億 |
| 2023 年第 2 季 | 351 | $202.0 億 |
| 2023 年第 1 季 | 301 | $117.3 億 |
| 2022 年第 4 季 | 264 | $99.3 億 |
| 2022 年第 3 季 | 252 | $97.1 億 |
| 2022 年第 2 季 | 202 | $84.8 億 |
| 2022 年第 1 季 | 135 | $179.8 億 |
| 2021 年第 4 季 | 134 | $214.1 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 3 季持有機構
每家機構持有 Nu Holdings Ltd. 的股數、市值與佔組合比重;股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SC US (TTGP), Ltd. | 252,320,306 | $18.3 億 | 16.85% | −161,955,730−39.1% | 減碼 |
| Galileo (PTC) Ltd | 239,207,928 | $17.3 億 | 52.72% | −105,331,372−30.6% | 減碼 |
| Capital Research Global Investors | 145,194,659 | $10.5 億 | 0.29% | +19,903,089+15.9% | 加碼 |
| Baillie Gifford & Co | 118,142,258 | $8.57 億 | 0.78% | −1,646,411−1.4% | 減碼 |
| Berkshire Hathaway Inc大師波克夏 | 107,118,784 | $7.77 億 | 0.25% | 00.0% | 不變 |
| Technology Crossover Management X, Ltd. | 87,158,512 | $6.32 億 | 88.15% | −29,052,838−25.0% | 減碼 |
| JPMorgan Chase & Co | 85,880,060 | $6.23 億 | 0.07% | +10,153,932+13.4% | 加碼 |
| Artisan Partners Limited Partnership | 75,703,469 | $5.49 億 | 0.93% | +4,672,092+6.6% | 加碼 |
| BlackRock Inc. | 61,973,826 | $4.49 億 | 0.01% | +7,073,274+12.9% | 加碼 |
| Morgan Stanley | 61,260,423 | $4.44 億 | 0.05% | +4,044,904+7.1% | 加碼 |
| Coatue Management LLC大師Coatue | 55,135,409 | $4.00 億 | 2.03% | +50,059,354+986.2% | 加碼 |
| Price T Rowe Associates Inc | 54,945,312 | $3.98 億 | 0.06% | +25,501,648+86.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 48,642,058 | $3.53 億 | 0.58% | +11,442,592+30.8% | 加碼 |
| Kontiki Capital Management (HK) Ltd. | 48,641,225 | $3.53 億 | 38.51% | −1,086,100−2.2% | 減碼 |
| Invesco Ltd. | 46,867,124 | $3.40 億 | 0.09% | −7,149,622−13.2% | 減碼 |
| Sands Capital Management, LLC | 44,228,248 | $3.21 億 | 1.09% | +2,274,819+5.4% | 加碼 |
| Redpoint Management, LLC | 42,391,274 | $3.07 億 | 63.25% | 00.0% | 不變 |
| FIL Ltd | 41,530,257 | $3.01 億 | 0.35% | +9,435,029+29.4% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 39,657,269 | $2.88 億 | 4.14% | +39,657,269 | 新進 |
| Atmos Capital Gestao de Recursos Ltda. | 32,285,009 | $2.34 億 | 29.41% | +16,563,970+105.4% | 加碼 |
| Scge Management, L.P. | 31,042,831 | $2.25 億 | 5.85% | 00.0% | 不變 |
| Dynamo Internacional Gestao de Recursos Ltda. | 27,253,602 | $1.98 億 | 21.21% | +5,321,887+24.3% | 加碼 |
| FMR LLC | 26,949,489 | $1.95 億 | 0.02% | +2,088,585+8.4% | 加碼 |
| State Street Corp | 26,149,023 | $1.90 億 | 0.01% | +1,198,370+4.8% | 加碼 |
| Jennison Associates LLC | 25,228,883 | $1.83 億 | 0.16% | +5,892,956+30.5% | 加碼 |
| Whale Rock Capital Management LLC | 25,058,199 | $1.82 億 | 3.67% | +764,863+3.1% | 加碼 |
| Capital International Investors | 24,117,953 | $1.75 億 | 0.04% | +18,028+0.1% | 加碼 |
| Advent International Corp | 23,774,907 | $1.72 億 | 2.06% | +5,283,562+28.6% | 加碼 |
| Ribbit Capital GP III, Ltd. | 22,961,007 | $1.66 億 | 78.82% | 00.0% | 不變 |
| Softbank Group Corp | 22,000,000 | $1.59 億 | 1.76% | 00.0% | 不變 |
| Norges Bank | 21,549,617 | $1.56 億 | 0.03% | +4,936,190+29.7% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 20,367,180 | $1.48 億 | 1.09% | +41,272+0.2% | 加碼 |
| Wasatch Advisors Inc | 20,062,772 | $1.45 億 | 0.92% | +2,162,117+12.1% | 加碼 |
| BIT Capital GmbH | 19,987,228 | $1.45 億 | 19.39% | +235,997+1.2% | 加碼 |
| Two Sigma Investments, LP | 19,711,241 | $1.43 億 | 0.40% | +7,470,332+61.0% | 加碼 |
| SEI Investments Co | 17,900,114 | $1.30 億 | 0.23% | +1,385,179+8.4% | 加碼 |
| Dragoneer Investment Group, LLC | 17,863,305 | $1.30 億 | 2.98% | −10,279,601−36.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 16,201,381 | $1.17 億 | 0.31% | +5,129,796+46.3% | 加碼 |
| Renaissance Technologies LLC | 16,181,700 | $1.17 億 | 0.20% | −3,296,529−16.9% | 減碼 |
| Washington University | 15,816,850 | $1.15 億 | 41.26% | +2,841,291+21.9% | 加碼 |
| Marshall Wace, LLP | 15,521,467 | $1.13 億 | 0.24% | +9,986,822+180.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 14,562,725 | $1.06 億 | 2.47% | +1,168,080+8.7% | 加碼 |
| Genesis Investment Management, LLP | 14,289,824 | $1.04 億 | 14.47% | −4,457,922−23.8% | 減碼 |
| Nuveen Asset Management, LLC | 13,754,981 | $9,970 萬 | 0.04% | −1,106,955−7.4% | 減碼 |
| Axiom Investors LLC | 11,889,080 | $8,620 萬 | 1.24% | +4,615,420+63.5% | 加碼 |
| Two Sigma Advisers, LP | 11,674,500 | $8,464 萬 | 0.22% | +8,396,400+256.1% | 加碼 |
| Ribbit Bullfrog GP II, Ltd. | 10,640,565 | $7,714 萬 | 29.87% | +3,649,865+52.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,223,191 | $7,412 萬 | 0.06% | +24,113+0.2% | 加碼 |
| Kora Management LP | 10,116,000 | $7,334 萬 | 18.95% | 00.0% | 不變 |
| Capital World Investors | 10,063,658 | $7,296 萬 | 0.01% | +10,063,658 | 新進 |
| Coronation Fund Managers Ltd. | 9,895,883 | $7,175 萬 | 2.16% | +6,669,502+206.7% | 加碼 |
| Geode Capital Management, LLC | 9,787,391 | $7,096 萬 | 0.01% | +218,704+2.3% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 9,779,067 | $7,090 萬 | 32.32% | −1,717,119−14.9% | 減碼 |
| AlpInvest Partners B.V. | 9,646,318 | $6,994 萬 | 18.37% | +6,201,124+180.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 9,548,508 | $6,923 萬 | 0.83% | −650,570−6.4% | 減碼 |
| Sands Capital Ventures, LLC | 9,152,548 | $6,636 萬 | 19.63% | 00.0% | 不變 |
| Bank of America Corp | 9,062,372 | $6,570 萬 | 0.01% | +2,666,700+41.7% | 加碼 |
| Bullfrog Capital GP, Ltd. | 8,819,028 | $6,394 萬 | 33.53% | 00.0% | 不變 |
| Vanguard Group Inc | 8,684,848 | $6,297 萬 | 0.00% | +3,107,040+55.7% | 加碼 |
| Partners Group Holding AG | 8,352,940 | $6,056 萬 | 5.67% | +2,593,551+45.0% | 加碼 |
| Alta Park Capital, LP | 7,384,857 | $5,354 萬 | 7.45% | +3,023,200+69.3% | 加碼 |
| Truxt Investmentos Ltda. | 6,877,471 | $4,986 萬 | 12.91% | +2,249,534+48.6% | 加碼 |
| Northern Trust Corp | 6,552,637 | $4,751 萬 | 0.01% | +1,374,443+26.5% | 加碼 |
| Millennium Management LLC | 6,373,240 | $4,621 萬 | 0.05% | +36,673+0.6% | 加碼 |
| Legal & General Group Plc | 5,754,107 | $4,172 萬 | 0.01% | +2,451,784+74.2% | 加碼 |
| Invus Financial Advisors, LLC | 5,582,950 | $4,048 萬 | 25.37% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 5,102,434 | $3,699 萬 | 3.57% | +1,374,083+36.9% | 加碼 |
| Comprehensive Financial Management LLC | 4,943,765 | $3,584 萬 | 1.30% | +929,456+23.2% | 加碼 |
| Alliancebernstein L.P. | 4,578,787 | $3,320 萬 | 0.01% | +432,407+10.4% | 加碼 |
| Canada Pension Plan Investment Board | 4,544,690 | $3,295 萬 | 0.05% | +4,544,690 | 新進 |
| ThornTree Capital Partners LP | 4,368,703 | $3,167 萬 | 8.28% | −413,504−8.6% | 減碼 |
| Franklin Resources Inc | 4,299,042 | $3,117 萬 | 0.02% | +9,649+0.2% | 加碼 |
| Bamco Inc | 4,290,135 | $3,110 萬 | 0.09% | +4,190,135+4,190.1% | 加碼 |
| California Public Employees Retirement System | 4,281,256 | $3,104 萬 | 0.03% | +197,839+4.8% | 加碼 |
| Dynamo Administracao de Recursos Ltda. | 4,263,315 | $3,091 萬 | 51.33% | +3,938,914+1,214.2% | 加碼 |
| Bank of New York Mellon Corp | 4,165,688 | $3,020 萬 | 0.01% | +36,529+0.9% | 加碼 |
| Glynn Capital Management LLC | 3,856,614 | $2,796 萬 | 6.08% | +287,272+8.0% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 3,805,860 | $2,759 萬 | 0.21% | −128,678−3.3% | 減碼 |
| Citadel Advisors LLC | 3,566,177 | $2,585 萬 | 0.03% | −7,835,943−68.7% | 減碼 |
| Russell Investments Group, Ltd. | 3,523,316 | $2,554 萬 | 0.05% | +1,878,693+114.2% | 加碼 |
| Gemsstock Limited | 3,499,005 | $2,537 萬 | 11.13% | −7,000−0.2% | 減碼 |
| Bessemer Group Inc | 3,405,483 | $2,469 萬 | 0.05% | −179,896−5.0% | 減碼 |
| First Trust Advisors LP | 3,293,132 | $2,388 萬 | 0.03% | +2,924,038+792.2% | 加碼 |
| New York State Common Retirement Fund | 3,246,561 | $2,354 萬 | 0.03% | −340,661−9.5% | 減碼 |
| Rhumbline Advisers | 2,838,266 | $2,058 萬 | 0.02% | −23,384−0.8% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 2,733,557 | $1,982 萬 | 0.06% | −200,000−6.8% | 減碼 |
| Industry Ventures, L.L.C. | 2,361,843 | $1,712 萬 | 22.60% | −302,208−11.3% | 減碼 |
| Point72 Asset Management, L.P. | 2,345,095 | $1,700 萬 | 0.06% | +2,344,900+1,202,512.8% | 加碼 |
| Goldman Sachs Group Inc | 2,259,593 | $1,638 萬 | 0.00% | −256,904−10.2% | 減碼 |
| TD Asset Management Inc | 2,253,634 | $1,634 萬 | 0.02% | −54,214−2.3% | 減碼 |
| Verition Fund Management LLC | 2,021,000 | $1,465 萬 | 0.20% | +1,021,000+102.1% | 加碼 |
| University of Wisconsin Foundation | 1,909,267 | $1,384 萬 | 15.86% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 1,904,255 | $1,381 萬 | 0.53% | +383,105+25.2% | 加碼 |
| Federated Hermes, Inc. | 1,875,629 | $1,360 萬 | 0.04% | +455,715+32.1% | 加碼 |
| Toroso Investments, LLC | 1,807,837 | $1,311 萬 | 0.40% | −59,491−3.2% | 減碼 |
| Loup Funds, LLC | 1,756,278 | $1,273 萬 | 5.84% | +102,788+6.2% | 加碼 |
| Ieq Capital, LLC | 1,654,719 | $1,200 萬 | 0.24% | +48,496+3.0% | 加碼 |
| Holocene Advisors, LP | 1,649,465 | $1,196 萬 | 0.05% | +1,463,191+785.5% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 1,571,587 | $1,139 萬 | 7.23% | +1,318,887+521.9% | 加碼 |
| Walleye Capital LLC | 1,501,845 | $1,089 萬 | 0.16% | +746,621+98.9% | 加碼 |